First Vice President and Portfolio Manager
John F. Krueger serves as a Financial Advisor as well as a fee-based personal Portfolio Manager, handling the majority of his client accounts on a discretionary basis. John utilizes his 25 years of investment experience and a unique, proprietary risk management protocol to manage client portfolios in his investment management practice. He believes that equity investors need to maintain a sound risk management discipline in order to enjoy the full benefits of the stock market over time, and incorporates this belief into his daily investment routine.
Prior to joining the firm, John was employed at Wachovia Securities and A.G. Edwards.
John holds FINRA Series 7, 8, 63, and 65 Licenses. He resides in Appleton, Wisconsin with his wife and two children.
John works with April Palecek, a Financial Associate. April’s responsibilities include handling account maintenance and providing superior customer service to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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